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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,732 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,362 | $45,022+49.6% | $85,126-20.9% | $77,714-13.3% |
| Participation rate | 78.5% | 48.7%+29.8pp | 67.5%+11.0pp | 70.6%+7.9pp |
| Annual return | 19.09% | 79.38%-60.3pp | 66.63%-47.5pp | 31.26%-12.2pp |
| Employer contribution / active EE | $4,212 | $1,610+161.6% | $2,731+54.2% | $2,727+54.4% |
| Participant deferral / active EE | $7,987 | $2,811+184.1% | $4,523+76.6% | $4,649+71.8% |
| Admin fee / account holder | $16 | $913-98.3% | $6,160-99.7% | $433-96.4% |